Timothy Plan Large/Mid Cap Value Fund - Class I
TMVIX
NASDAQ- -
USD
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- -
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- Timothy Plan DE United States of America
- IPO Date
- Aug 7, 2013
- CIK
- 0000916490
- Website
- timothyplan.com
- Similar Companies
- Business
- Timothy Plan Large/Mid Cap Value Fund - Class I (TMVIX) is an open-end mutual fund that seeks long-term capital growth and current income by investing primarily in common stocks and American Depository Receipts (ADRs) of U.S. companies with market capitalizations generally exceeding $2 billion, focusing on undervalued large- and mid-cap value-oriented equities; it employs extensive fundamental analysis to forecast earnings, evaluate sales outlooks, profit margins, returns on capital, cash flow, and earnings per share while applying proprietary Biblically Responsible Investing (BRI) screens to exclude companies involved in activities such as abortion, pornography, alcohol, tobacco, gambling, anti-family entertainment, and alternative lifestyles. The fund is part of the broader Timothy Plan family of mutual funds and ETFs offered by Timothy Partners, Ltd. (TPL), a registered investment adviser that supervises investments and utilizes sub-advisers like Westwood Management Corp. for large/mid cap value strategies and Victory Capital Management, Inc. for certain ETF products. TPL operates within the Timothy Plan ETF Trust and emphasizes faith-aligned portfolios for conservative Christian investors targeting mid-cap blend and value equity segments. Founded in 1994 by Arthur Ally and headquartered in Maitland, Florida, Timothy Plan pioneered Biblically Responsible Investing with its initial pro-life/pro-family mutual fund, evolving into a diversified lineup including high dividend stock ETFs, defensive strategies funds, and Israel-focused offerings distributed primarily to individual and institutional investors in the U.S. The firm screens securities using the eVALUEator tool in consultation with Christian ministries, managing approximately $2.7 billion in client assets as of mid-2025 across its products. In recent developments, the Timothy Plan completed a merger reorganization in October 2025, consolidating the Timothy Plan Large/Mid Cap Core Enhanced ETF (TPLC) into the Timothy Plan US Large/Mid Cap Core ETF, as approved by the Board of Trustees on July 25, 2025, at the recommendation of TPL to streamline similar index-tracking strategies managed by the same adviser and sub-adviser without requiring shareholder approval; this followed a similar merger of the High Dividend Stock Enhanced ETF into TPHD. TMVIX itself maintains its core strategy under sub-adviser Westwood Management Corp., with no reported management changes, while the broader Timothy Plan continues ETF expansions emphasizing volatility-weighted, dividend-focused BRI indices. These reorganizations enhance operational efficiency and product focus amid ongoing growth in faith-based asset management.